I
IberiaBank Portfolio holdings
AUM
$849M
1-Year Est. Return
10.44%
This Fund
S&P 500
1 Year Est. Return
+10.44%
AUM
$849M
AUM Growth
+$89.6M
(+12%)
Holding
228
Top Buys
| 1 | +$7.06M | |
| 2 | +$5.72M | |
| 3 | +$5.21M | |
| 4 |
Stanley Black & Decker
SWK
|
+$5.05M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$4.15M |
Top Sells
| 1 | +$8.94M | |
| 2 | +$5.4M | |
| 3 | +$5.14M | |
| 4 |
IPG
Interpublic Group of Companies
IPG
|
+$3.93M |
| 5 |
Costco
COST
|
+$3.54M |
Sector Composition
| 1 | Technology | 14.22% |
| 2 | Healthcare | 9.25% |
| 3 | Financials | 7% |
| 4 | Industrials | 6.82% |
| 5 | Communication Services | 6.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Cincinnati Financial
CINF
$25.1B
| – | – |
-5,823
|
|
||
227
Unum
UNM
$12.9B
| – | – |
-45,161
|
|
||
228
Wells Fargo
WFC
$247B
| – | – |
-8,050
|
|